WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.63B
AUM Growth
-$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,723
New
Increased
Reduced
Closed

Top Buys

1 +$12.5M
2 +$11.9M
3 +$10.7M
4
LIN icon
Linde
LIN
+$10M
5
RTX icon
RTX Corp
RTX
+$6.14M

Top Sells

1 +$22.6M
2 +$11.1M
3 +$8.98M
4
NKE icon
Nike
NKE
+$7.84M
5
URI icon
United Rentals
URI
+$6.07M

Sector Composition

1 Technology 21.7%
2 Financials 12.26%
3 Healthcare 8.95%
4 Consumer Discretionary 8.06%
5 Industrials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$497 ﹤0.01%
+255
1577
$493 ﹤0.01%
+36
1578
$484 ﹤0.01%
+16
1579
$480 ﹤0.01%
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1580
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1581
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$441 ﹤0.01%
7
1587
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$430 ﹤0.01%
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$393 ﹤0.01%
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1591
$387 ﹤0.01%
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1592
$387 ﹤0.01%
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$387 ﹤0.01%
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1594
$374 ﹤0.01%
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1595
$368 ﹤0.01%
335
1596
$364 ﹤0.01%
+11
1597
$357 ﹤0.01%
+10
1598
$356 ﹤0.01%
29
+23
1599
$353 ﹤0.01%
+17
1600
$336 ﹤0.01%
29